Portfolio Management Services (PMS)Compare Schemes
Marcellus - Little Champs vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Marcellus - Little Champs
Motilal Oswal-Founders
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.36%
0.25%
6 Months
5.01%
15.19%
1 Year
−5.33%
3.21%
3 Years
1.25%
19.65%
5 Years
−1.56%
—
Since Inception
10.94%
25.09%
Fund Age
6 yrs 11 mo
3 yrs 5 mo
AUM
₹122.91 Cr
₹4,148.34 Cr
Alpha – 1 Year
−8.31%
0.23%
Alpha – 3 Years
−10.64%
7.77%
Information Ratio – 3 Years
-0.98
0.62
Volatility – 1 Year
16.35%
21.54%
Volatility – 3 Years
16.88%
22.15%
Beta – 1 Year
0.87
1.06
Beta – 3 Years
0.86
1.15
Sharpe Ratio – 1 Year
-0.59
-0.01
Sharpe Ratio – 3 Years
-0.17
0.68
Worst Rolling Year
-5.79%
19.49%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−20.60%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
54.01%
100.00%
Median Rolling Year
1.42%
21.76%
5-Year Rolling Windows Positive
83.33%
—
Market-Cap Mix
M 4% · S 79%
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
Top 5 Holdings
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
0.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%